Learning is growing!

The last thing you need on your mind is getting stuck in an overspending trap at the start of a new year. These five tips will help you stay on target and avoid regret this holiday season.

The pandemic continues to insert change, upend plans, and vary the way we do business with others. School leadership is trying to adapt, and businesses continue to explore hybrid models to serve their customers. We have all found ways to obtain the items we need and get the things we want. Now it is time to expand how we do business and spend our money where our values are – integration.

All investments involve some degree of risk. In finance, risk refers to the degree of uncertainty and/or potential financial loss inherent in an investment decision. And understanding the relationship between risk and reward is a crucial piece in building your investment philosophy.

If your finances are simple, you may be able to handle them on your own. But when you start to lose confidence in your ability to manage your financial life, it’s time to hire a financial advisor. In general, the more complex your finances, the more you’ll benefit.

There are many benefits to charitable giving, including improved mental and emotional health. Along with the more obvious benefits to charitable giving, it’s also a valuable addition to any wealth management strategy.

Decisions made in a divorce settlement lay the foundation for your life moving forward. And avoiding financial mistakes can ensure that you’re set up for success in the following weeks, months, and years following a divorce.